How to read a Balance Sheet for beginners?

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  • Опубліковано 28 лис 2024

КОМЕНТАРІ • 65

  • @ShuddhDesiBanking
    @ShuddhDesiBanking  4 роки тому +1

    Clear more doubts on the basics of credit here -
    ua-cam.com/video/yoGrHk96jtc/v-deo.html

  • @CharanRaju-sx7pt
    @CharanRaju-sx7pt Рік тому

    Very informative. please continue and post regularly

  • @lankeshwarinternationaltra8771
    @lankeshwarinternationaltra8771 2 роки тому

    Sir ap ka chanal kafi helpful hota hai sikhne ke liye .
    Sir jaisa ki apne bataya ki koi long term loan agar balance sheet me h to current liabilities me uska principle amount dikhana jaruri h.
    Jaise long term loan 1 lakha hai aur uska ( principle amount 2000+ interest 1000 )to yearly 24000 ka principal amount dikhana hai ya 36000 dikhana hai current liabilities me aana chahiye

    • @ShuddhDesiBanking
      @ShuddhDesiBanking  2 роки тому

      Jitna repayment agle ek saal mein karna hai utne ka current liabilties dikhana chahiye.

  • @pavanlavhale9442
    @pavanlavhale9442 4 роки тому +2

    Sir, you really explain everything in simplest manner...
    Sir, Aapse request hai ki aap Ratios ke bare me bhi ek video banaye...Thank you sir for your guidance...

    • @ShuddhDesiBanking
      @ShuddhDesiBanking  4 роки тому +1

      Thank you so much. Bohot jaldi hi ratios ke upar video banayenge.

  • @abhilashkhadanga
    @abhilashkhadanga 3 роки тому

    Very informative and helpful. No channel or colleague explain so lucidly.

  • @RahulKumar-ly6ly
    @RahulKumar-ly6ly 3 роки тому

    Sir jo profit or loss account ma sir jo net loss aata hai vo capital ma se to less hoga sath hi assets side transfer hoga na sir net loss because assets side net loss tabhi transfer hoga na sir jab capital ka balance minus ma ho to please reply sir

  • @MubarakAli-qs9qq
    @MubarakAli-qs9qq 2 роки тому

    Best channel

  • @premkumarsutar3266
    @premkumarsutar3266 2 роки тому

    Good teaching sir..👌

  • @sansri8448
    @sansri8448 4 роки тому

    such a nice explanation sir.banker like me from engineering back ground is difficult to understand these account concepts..ur explanation is awesome and easily understandable.expecting more videos like these.

    • @ShuddhDesiBanking
      @ShuddhDesiBanking  4 роки тому +2

      Thanks and welcome. By the way we are also engineers so we know how to make you understand. If you like our efforts introduce us to your friends and colleagues.

  • @premkumarsutar3266
    @premkumarsutar3266 2 роки тому

    Good information sir.

  • @AJ-ll9kz
    @AJ-ll9kz 4 роки тому

    sir
    Can u explain negative pmb & NWC
    What we suggest clients to improve the same

  • @deeptisharma4272
    @deeptisharma4272 3 роки тому

    Awesome videos n channel . Thank you Sir for shring such grt work 😊
    Do you have video detailed and proper cash flow statement analysis for loan purpose / credit analysis? Please share the link . I didn't find in gallery.

    • @ShuddhDesiBanking
      @ShuddhDesiBanking  3 роки тому +1

      Not yet.
      Planning a detailed courses on Udemy on Credit Certifications. Will cover it there.

  • @aradhanavengurlekar9479
    @aradhanavengurlekar9479 4 роки тому

    Nicely explain. God bless you both🙏

    • @ShuddhDesiBanking
      @ShuddhDesiBanking  4 роки тому +1

      We are glad that you liked it.
      Help us reach like minded people who can also get benefited from the same.

  • @soumyachakraborty2271
    @soumyachakraborty2271 3 роки тому

    Sir CMA Data subject pr kuchu videos ready kijiye na ... please 🙏

  • @dilipsachdeva7025
    @dilipsachdeva7025 4 роки тому

    Nicely explained

  • @soumyaroy808
    @soumyaroy808 3 роки тому

    Sir, what comprises the closing stock of a government contractor as can be seen in the BS extract ?

    • @ShuddhDesiBanking
      @ShuddhDesiBanking  3 роки тому

      Materials which he uses to execute the work.

    • @soumyaroy808
      @soumyaroy808 3 роки тому

      @@ShuddhDesiBanking Sir, could you please do a lesson on cash budget method and how to arrive at DP using this method ?

  • @abhisheksingh-cx8ru
    @abhisheksingh-cx8ru 4 роки тому

    Hi.. sir.. aap se request hai
    Ek job vacancy hai.. SME credit analysis .. and I some important topics is.. analysis of balance sheet
    Appraisal of credit proposal and credit monitoring and follow ups..
    Pls tell me all of this.. I want to track this anyhow... and tell me also some interview questions and tips

  • @tania9397
    @tania9397 4 роки тому

    Nice video sir

  • @harshitmishra2712
    @harshitmishra2712 4 роки тому

    Sir nice video i request you to post detailed balance sheet analysis for big corporate loan for more than 1 Cr.
    And one modification in your video this year the turnover limit for audit is 5 Cr as per budget.

    • @ShuddhDesiBanking
      @ShuddhDesiBanking  4 роки тому +1

      Thanks for your update. We must learn from each other. Budget 2020 speaks about increase in Tax Audit limit but it is silent on the overall audit i.e preparation of Balance sheet and profit and loss.
      It will be helpful if you can do some more research on the same and provide me relevant income tax circular.

    • @harshitmishra2712
      @harshitmishra2712 4 роки тому

      @@ShuddhDesiBanking ok sir i will update you ..

  • @SURYABAHAD
    @SURYABAHAD 4 роки тому

    Very lucidly explained, please incorporate little more aspects used at scale 3/4/5 branches for financial analysis and about creative accounting. With good luck for your all sincere efforts, keep growing & helping the neo bankers

    • @ShuddhDesiBanking
      @ShuddhDesiBanking  4 роки тому +1

      We will try our best to live up to the expectations of our viewers.

  • @monikasharma-sr3ls
    @monikasharma-sr3ls 4 роки тому

    Sir your channel is very helpful and informative.Please make video on associate firms /alied concern/group concern/sister concern..bez there is always confusion among these terms it will be helpful to differentiate..

  • @Rajiv_2008
    @Rajiv_2008 4 роки тому

    Sir, if we r accounting installment of long term liability as a current liability, then:
    1. Should we account interest portion of installment in P&L account?
    2. Principal portion of installment should be reduce from long term liability?
    Plz guide.

  • @nirrajsharma4827
    @nirrajsharma4827 4 роки тому

    Sir why fixed deposits taken as non current asset? Can't we take it as current assets?

    • @ShuddhDesiBanking
      @ShuddhDesiBanking  4 роки тому

      Already has a detailed discussion on this with other viewers. Please follow my replies given to Mr Harshit. You can find it below.

    • @nirrajsharma4827
      @nirrajsharma4827 4 роки тому

      @@ShuddhDesiBanking thank so got now

  • @shikheshsrivastava109
    @shikheshsrivastava109 3 роки тому

    Please provide balance sheet format where all formulas are correct.. As it is very difficult to findout w4ong formula.

  • @sanjayrautraut7181
    @sanjayrautraut7181 3 роки тому

    Please make a video in which fill the bank excel sheet so that we learn it how to feel blank bank excel sheet and note the important point

  • @srinivasanv169
    @srinivasanv169 4 роки тому +1

    Sir also make videos in english

  • @harshitmishra2712
    @harshitmishra2712 4 роки тому

    And one more thing BG cash deposit margin should be considered as current asset because it is also part of working capital

    • @ShuddhDesiBanking
      @ShuddhDesiBanking  4 роки тому +1

      The BGs of my customers are mostly performance guarantees, all of which are more than one year, some are of five years. Hence we consider them as non current investment. Due to this there will be little bit fund diversion from short term to long term which we justify accordingly. But if the BGs are mostly bid guarantees which are used to participate in tenders and generally gets closed in a month or two then you may consider them as current asset. I hope this clarifies.

    • @harshitmishra2712
      @harshitmishra2712 4 роки тому

      @@ShuddhDesiBanking sir performance guarantee is also part of working capital how you consider the non current investment ?
      Because most of the deposit mature with in one year this tym

    • @ShuddhDesiBanking
      @ShuddhDesiBanking  4 роки тому +1

      My dear when the BG tenures are more than one year how can margin related to it get liquidated in less than one year.

    • @harshitmishra2712
      @harshitmishra2712 4 роки тому

      @@ShuddhDesiBanking sir you r ryt but NFB classification is rare in balance sheet of small borrower so we treated as deposit margin as CA some tym other bank NFB facility also there but only deposit is showing in balance sheet so we assume it as liquid asset .

    • @ShuddhDesiBanking
      @ShuddhDesiBanking  4 роки тому

      The credit officer is the best person to take a call on the same. Don't forget to write an explanation. That's all. There are instances when we are forced to consider bad debts as good debts. Presently working on a renewal of hotel account where none of the ratios are complied, NWC negative. Just don't know what to write. There is no chance of improvement of situation in future. The term loan was restructured few months back with lot of effort. It seems we have to do re restructuring.

  • @harshitmishra2712
    @harshitmishra2712 4 роки тому

    Sir if you are having any material regading detailed b/s analysis for big corporate loan pls send me

    • @ShuddhDesiBanking
      @ShuddhDesiBanking  4 роки тому

      Around seven years back when I started doing all these I asked my seniors, balance sheet analysis should be done industry specific. Which means if you don't have the data and understanding of large industries in India there is no way you can make any analysis. So I advised that credit officer should be trained in specific domains. But people laughed. Now they have started the procedure.
      Coming back to your request, there cannot be any single material covering BSA for large borrowers. I strongly vote for industry specific BSA.
      Going by the type of your questions, it seems that you don't really need guidance on how to calculate ratios and what to understand from them. So I suggest you a step forward, collect the industry reports (in my bank its from CRISIL) from the risk management department of your HO/CO and compare the ratios with the company you are dealing with. That's something different I do than others. Every bank purchase these reports with quite a heavy amount. But officers hardly use them.

    • @harshitmishra2712
      @harshitmishra2712 4 роки тому +1

      @@ShuddhDesiBanking absolutely ryt sir i m also thinking so industry wise analysis is better than BSA

  • @tamilvanan9523
    @tamilvanan9523 3 роки тому

    Pls make it in English 😊